See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $458,979 |
Filed as: ALLIANT RETIREMENT SERVI Service code 27 · EIN 33-0785439 | Advisory (Plan) | $60,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,310 | $119,627-67.1% | $146,958-73.3% | $99,062-60.3% |
| Participation rate | 95.5% | 73.4%+22.1pp | 82.2%+13.4pp | 71.6%+23.9pp |
| Annual return | 19.07% | 28.82%-9.7pp | 418.34%-399.3pp | 17.66%+1.4pp |
| Employer contribution / active EE | $2,669 | $4,153-35.7% | $4,933-45.9% | $3,262-18.2% |
| Participant deferral / active EE | $5,875 | $7,997-26.5% | $8,070-27.2% | $5,331+10.2% |
| Admin fee / account holder | $63 | $150-57.7% | $12,998-99.5% | $109-41.9% |